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CXGCX vs FCVSX
CXGCX vs FCVSX Comparison
Open Charts CXGCX vs FCVSX
Calamos Global Convertible I
Price$13.31
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets142.58M
Fidelity Convertible Securities
Price$36.06
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets1.79B
CXGCX vs FCVSX Comparison Chart in %
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CXGCX vs. FCVSX commentary
Jun 30, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CXGCX is a Hold and FCVSX is a Hold.
FUNDAMENTALS
Fundamentals
FCVSX has more cash in the bank: 1.8B vs. CXGCX (143M). FCVSX pays higher dividends than CXGCX: FCVSX (3.36) vs CXGCX (0.00). CXGCX was incepted earlier than FCVSX: CXGCX (11 years) vs FCVSX (39 years). CXGCX (1.10) is less costly to investors than FCVSX (0.69). FCVSX is a more actively managed with annual turnover of: 70.00 vs. CXGCX (40.00). FCVSX has a lower initial minimum investment than CXGCX: FCVSX (0) vs CXGCX (1000000). CXGCX annual gain was more profitable for investors over the last year : 16.49 vs. FCVSX (11.60). FCVSX return over 5 years is better than : 26.59 vs. CXGCX (9.94).
| CXGCX | FCVSX | CXGCX / FCVSX | |
| Total Expense Ratio | 1.10 | 0.69 | 159% |
| Annual Report Gross Expense Ratio | 1.10 | 0.69 | 159% |
| Fund Existence | 11 years | 39 years | - |
| Gain YTD | 8.873 | 5.792 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | 2500 | - |
| Net Assets | 143M | 1.8B | 8% |
| Annual Yield % from dividends | 0.00 | 3.36 | - |
| Returns for 1 year | 16.49 | 11.60 | 142% |
| Returns for 3 years | 35.31 | 31.94 | 111% |
| Returns for 5 years | 9.94 | 26.59 | 37% |
| Returns for 10 years | 42.54 | 43.89 | 97% |
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